LOUISVILLE PROFESSIONAL ROUND TABLE - March 2023
LOUISVILLE PROFESSIONAL ROUND TABLE - March 2023
Mon, Mar 27, 7:00 PM
Stella's Venue • Louisville, KY
Free
Actions Panel
19th Annual Professional Advisor Seminar
Learn Best Practices for Estate & Charitable Planning!
By Community Foundation of Louisville
When and where
Date and time
Friday, May 13, 2022 · 8:30am - 12pm EDT
Location
Kentucky International Convention Center 221 South 4th Street Louisville, KY 40202
About this event
Please join the Community Foundation of Louisville and the Community Foundation of Southern Indiana for our 19th Annual Professional Advisor Seminar - in person! Our guests will be Stephanie Loomis-Price, J.D., Winstead PC, Chair of Fiduciary Litigation; and Turney Berry, J.D., Wyatt, Tarrant & Combs, Chair of Trusts, Estates & Personal Planning Service Team. They will be covering defined value gifts, valuation, IRS items of note, and the role charitable gift planning can play for your clients.
Sponsored by: Wyatt Tarrant & Combs LLP and MCM CPAs & Advisors
Tags
About the organizer
Organized by
Community Foundation of LouisvilleFounded in 1984, the Community Foundation of Louisville mobilizes people, networks, and assets to spark meaningful change in and beyond Louisville. With nearly $800 million in assets, over 2,300 charitable funds, and collaborations with hundreds of local partners, we connect real investments with relevant causes to advance racial equity and open opportunity for all. Working with neighbors, changemakers, and community investors, we’re inspiring greater generosity to move us all forward. To learn more, visit www.cflouisville.org.